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Community Bank

199 hedge funds and large institutions have $1.86B invested in Community Bank in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 48 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 48

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

4% more funds holding

Funds holding: 191199 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $1.95B → $1.86B (-$88.9M)

1.42% less ownership

Funds ownership: 69.66%68.24% (-1.4%)

Holders
199
Holders Change
+8
Holders Change %
+4.19%
% of All Funds
4.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
74
Reduced
48
Closed
18
Calls
$860K
Puts
Net Calls
+$860K
Net Calls Change
+$351K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
151
Franklin Resources
California
$227K -$6.9K -127 -3%
GWM
152
Geneos Wealth Management
Colorado
$226K
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$223K
RCM
154
Riverhead Capital Management
Delaware
$220K +$38K +700 +21%
HA
155
Harbor Advisors
Florida
$218K
AB
156
AT Bancorp
Iowa
$215K
HCM
157
Howland Capital Management
Massachusetts
$215K
TAM
158
Tyers Asset Management
Texas
$197K +$39.1K +720 +24%
WEC
159
Winslow Evans & Crocker
Massachusetts
$183K +$10.9K +200 +6%
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$175K
SO
161
STRS Ohio
Ohio
$166K -$10.9K -200 -6%
HFM
162
Hartford Financial Management
Connecticut
$161K
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$146K +$35.1K +645 +31%
QAM
164
QCI Asset Management
New York
$126K
US Bancorp
165
US Bancorp
Minnesota
$110K -$8.81K -162 -7%
Envestnet Asset Management
166
Envestnet Asset Management
Illinois
$89K +$7.12K +131 +9%
LIA
167
LS Investment Advisors
Michigan
$77K -$10.9K -200 -12%
Ohio Public Employees Retirement System (OPERS)
168
Ohio Public Employees Retirement System (OPERS)
Ohio
$77K +$3.32K +61 +4%
AG
169
Advisor Group
Arizona
$73K +$31.8K +585 +75%
VCM
170
Versant Capital Management
Arizona
$66K
II
171
Inspire Investing
Idaho
$56K +$56.9K +1,047 New
SWA
172
Sutton Wealth Advisors
Florida
$55.7K
MRCM
173
M&R Capital Management
New Jersey
$53K
DCM
174
Delpha Capital Management
New York
$48K +$48.9K +899 New
SWP
175
Stratos Wealth Partners
Ohio
$33K +$33.1K +609 New

CBU Hedge Fund Activity: Q4 2017 in Review

199 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q4 2017, worth a combined $1.86B — down 4.6% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CBU positions and 18 closed out — a net gain of 8 holders — while 74 added to existing stakes and 48 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $14.6M. The largest seller was State Street, cutting an estimated $61M.

  • 199 institutional investors held Community Bank (CBU) as of Q4 2017, up from 191 in Q3 2017.
  • Funds reported $1.86B of Community Bank stock for Q4 2017, down 4.6% quarter-over-quarter.
  • 26 funds opened new Community Bank positions in Q4 2017 and 18 closed out, a net change of +8 holders.
  • The largest Community Bank buyer in Q4 2017 was Millennium Management, an estimated $14.6M added.
  • The largest Community Bank seller in Q4 2017 was State Street, an estimated $61M sold.

Based on aggregated 13F filings for Q4 2017.